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My Best Recs for Accountants
Essential tools for your firm at every stage
(Psst… I use them too!)
I’ve done the research, tested the tools, and figured out what actually works, so you don’t have to.
My Commitment to You: I Go First
My team and I experiment with different software, strategies, and systems to see what works (and what doesn’t). Then, I report back with honest recommendations to help you build a profitable, efficient firm without the trial and error.
Keeper
Keeper is an all-in-one platform that helps bookkeepers and accountants streamline their month-end close. It includes task management, a client portal for easy communication, file reviews to catch errors, and management reporting that clients will actually read—all seamlessly synced with QuickBooks Online
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